Steigerwald, Gordon & Koch Inc.

Q4 2025 13F-HR Holdings

Location
Leesburg, VA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
924
Total value ($000)
$1,041,824
Net value change ($000)
-189 (-0.0%)
New positions
153
Sold out positions
52
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 7,550 36.2%
Q 6,948 NEW
AMGN 2,969 14.7%
WFC 2,653 9.5%
JNJ 2,261 10.6%
RTX 2,258 7.1%
AAPL 2,209 4.5%
ACN 1,717 9.7%
VTR 1,681 8.5%
CACI 1,619 5.2%
Top Reduces (Value $000, Stocks/ETFs)
DD -5,886 -46.1%
ORCL -5,701 -24.9%
ZTS -5,425 -32.4%
DKS -3,994 -13.6%
MSFT -3,607 -8.1%
ADP -2,993 -12.7%
CHKP -2,735 -10.7%
CARR -2,465 -13.6%
SYY -2,148 -13.3%
GIS -1,978 -21.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type